SCZ β€” ISHARES MSCI EAFE SMALL CAP

Ownership history in HARBOR ADVISORY CORP /MA/  Β·  16 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported ISHARES MSCI EAFE SMALL CAP (SCZ) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.62% in 2025 Q3. The latest visible filing shows SCZ at 1.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'s position in ISHARES MSCI EAFE SMALL CAP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCZ was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HARBOR ADVISORY CORP /MA/ held SCZ β€” position size vs. price
% of Fund (quarterly)    SCZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 63,495 -7,915 -11.1% 1.49% $4.9M 2026-02-14 (Est.) $84.84
2025 Q3 ADDED 71,410 +2,991 +4.4% 1.62% $5.5M 2025-11-12 $75.43
2025 Q2 ADDED 68,419 +1,529 +2.3% 1.58% $5.0M 2025-08-12 $73.71
2025 Q1 ADDED 66,890 +948 +1.4% 1.43% $4.2M 2025-05-13 $66.08
2024 Q4 REDUCED 65,942 -5,581 -7.8% 1.32% $4.0M 2025-01-29 $60.25
2024 Q3 ADDED 71,523 +509 +0.7% 1.58% $4.8M 2024-10-21 $61.44
2024 Q2 ADDED 71,014 +114 +0.2% 1.51% $4.4M 2024-07-25 $59.48
2024 Q1 REDUCED 70,900 -1,162 -1.6% 1.53% $4.5M 2024-04-29 $58.00
2023 Q4 REDUCED 72,062 -4,983 -6.5% 1.60% $4.5M 2024-02-05 $55.74
2023 Q3 ADDED 77,045 +18,001 +30.5% 1.58% $4.4M 2023-10-27 $48.43
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About HARBOR ADVISORY CORP /MA/ and SCZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR ADVISORY CORP /MA/ reported owning SCZ?

HARBOR ADVISORY CORP /MA/ reported SCZ across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SCZ position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for SCZ was 1.62% in 2025 Q3.

What is the latest reported SCZ position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 63,495 shares, equal to 1.49% of portfolio, with an estimated market value of $4.9M.

What does the chart on this SCZ ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly SCZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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